Behind on your books? Let’s fix that.
You shouldn't have to wonder if your numbers are right.
We work with business owners across the U.S. who are past the DIY stage —companies with real revenue, real complexity, and zero time for books that raise more questions than they answer.
Maybe your books are months behind. Maybe they're "done" but you don't trust them. Maybe your CPA keeps bringing up the same issues every year. Whatever the starting point, we get your financials to a place where they're accurate, current, and (most importantly) useful for running your business.
How We Support You
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Investing time in planning and setting up your books correctly while your business is young will save time (and headaches) later. Set up steps can include: determining business structure / entity type, registering with the IRS and state agencies, creating a chart of accounts, defining the flow of transactions in your software, and setting up templates for calculating GE tax (Hawaii's general excise tax) or sales tax.
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Converting from desktop to online based accounting should be simple, and sometimes it is! But when it’s not, I can help — whether you want assistance verifying data accuracy after the transfer, need QBO training and support, or want guidance on choosing the right subscription level for your business.
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When you're busy running your business, bookkeeping can easily fall to the bottom of your to-do list. If your books weren’t set up correctly and your financials are nonsensical, don’t worry—it’s all fixable! We’ll work together to catch up and organize your books, ensuring you’re ready for the next stage of your business.
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Once your books are cleaned up and organized, regular maintenance is essential to keep them up to date. Monthly bookkeeping tasks may include coding transactions, reconciling bank and credit card accounts, calculating and filing GE or sales tax, processing payroll, and preparing financial statements.
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So your bookkeeping is caught up and financials are complete, now what? We can use your financial data to evaluate the business. Whether you need to calculate your break-even point, track key metrics, prepare for taxes, or identify sales trends, your financial data is a powerful tool that will help you make informed decisions about your business.
Why Flat-Fee Matters
Most business owners tell us they avoided hiring bookkeeping help because of uncertain costs, unpredictable bills, or outsourcing that felt rushed or impersonal.
Our flat-fee approach means:
Predictable monthly pricing
Proactive review, not reactive catch-up
Consistent support you can count on
Peace of mind year-round
This lets you get back to growing your business, instead of worrying about your books.
I’m Jessica, founder of Open Book
My clients come to me when their books have grown past what they can (or want to) handle themselves. I bring the structure and attention that makes financials something you rely on, not something you avoid.
With years of experience working at a CPA firm and managing books across industries, from solopreneurs to tech startups, I know how vital accurate, organized books are for decision making and peace of mind.
I work with clients across the U.S., fully virtually.
Not ready to outsource? Start HERE.
If you’re not ready to hand off your books yet, get started on your own with our free tool:
The Month-End Bookkeeping Checklist
A clear, repeatable monthly process to catch errors early, stay tax-ready, and know your books are accurate and complete.
This simple system is designed to support business owners who want clarity before they invest in full services.
Want to talk about it?
Whether you’re behind on books, ready for monthly support, or just want clarity — let’s find the best way forward.